HENDERSONVILLE, TNCRD 141348Latest ADV January 23, 2026
Coordinated Wealth Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hendersonville, TN. Its latest Form ADV filing, dated January 23, 2026, reports $114M in regulatory assets under management, 2 employees, 1 office, and 207 accounts.
Assets Under Management
$114M
Employees
2
Offices
1 office
Total Clients
96
Primary office
HENDERSONVILLE, TN
100 BLUEGRASS COMMONS BOULEVARD, SUITE 2390, HENDERSONVILLE, TN, United States
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
68
2
HNWI
28.1%
27
3
Pension Plans
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of January 23, 2026
Discretionary100.0%
$114M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$114M
Total Accounts207
10Y AUM Change+$9M (+8.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.